Dream Solution Indore
Wealth Manager
Skills
3 days ago
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Important information
Contract type:
Permanent
Salary:
₹550,000 – ₹900,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
17 October 2026
What they need
Role & responsibilities
- Build and maintain strong relationships with high net worth clients through regular communication and meetings
- Understand clients' financial goals and risk appetite and provide them with customized investment solutions
- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
- Keep up-to-date with market trends and changes in investment products and services
- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
- Ensure compliance with all regulatory and internal policies and procedures
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